From Irrelevant to Indispensable!

Download or read book From Irrelevant to Indispensable! written by Rao Garuda and published by Archway Publishing. This book was released on 2019-02-13 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources: First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect. Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards. Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.